Marsh & McLennan Companies, Inc.
MRSH- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000062709
In the last 90 days, Marsh & McLennan Companies, Inc. insiders filed 0 open-market purchases and 6 sales; 1,506 institutions reported holding it in 13F filings for Q2 2026, worth $73.1B in total; superinvestors Harris Associates (Oakmark) and Markel Group hold it.
13F holders, Q1 2024
Institutional positions in Marsh & McLennan Companies, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,444
- +91 vs. Q4 2023
- Shares held
- 436.6M
- +2.65M (+0.6%) vs. Q4 2023
- Total value
- $89.9B
- +$7.67B (+9.3%) vs. Q4 2023
- New holders
- 176
- 533 more added
- Sold out
- 85
- 507 more reduced
23 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRSH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,506 | $73.1B |
| Q1 2026 | 1,548 | $76.1B |
| Q4 2025 | 1,594 | $80.9B |
| Q3 2025 | 1,576 | $87.2B |
| Q2 2025 | 1,610 | $97.3B |
| Q1 2025 | 1,627 | $108.0B |
| Q4 2024 | 1,578 | $94.2B |
| Q3 2024 | 1,531 | $97.1B |
| Q2 2024 | 1,476 | $92.3B |
| Q1 2024 | 1,444 | $89.9B |
| Q4 2023 | 1,376 | $82.4B |
| Q3 2023 | 1,294 | $82.0B |
| Q2 2023 | 1,258 | $81.5B |
| Q1 2023 | 1,228 | $72.1B |
| Q4 2022 | 1,223 | $72.3B |
| Q3 2022 | 1,159 | $65.5B |
| Q2 2022 | 1,150 | $68.6B |
| Q1 2022 | 1,151 | $75.2B |
| Q4 2021 | 1,170 | $77.6B |
| Q3 2021 | 1,078 | $68.0B |
| Q2 2021 | 1,007 | $63.6B |
| Q1 2021 | 979 | $54.7B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 1,180 | $243.1K | 0.03% | +69+6.2% | Added |
| Rossmore Private Capital | 1,181 | $243.3K | 0.03% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 1,191 | $245.3K | 0.84% | +1,191 | New |
| Everett Harris & Co | 1,196 | $246.4K | 0.00% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,237 | $246.5K | 0.03% | +1,237 | New |
| Gerber Kawasaki Wealth & Investment Management | 1,197 | $246.6K | 0.01% | +16+1.4% | Added |
| Perpetual Ltd | 1,200 | $246.7K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,199 | $247.0K | 0.02% | −35−2.8% | Reduced |
| Court Place Advisors, LLC | 1,200 | $247.2K | 0.08% | −150−11.1% | Reduced |
| New Jersey Better Educational Savings Trust | 1,200 | $247.2K | 0.47% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,200 | $247.2K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,220 | $248.8K | 0.03% | −15−1.2% | Reduced |
| New England Professional Planning Group Inc. | 1,211 | $249.4K | 0.13% | −2−0.2% | Reduced |
| Schear Investment Advisers, LLC | 1,212 | $249.6K | 0.20% | +1,212 | New |
| Mesirow Financial Investment Management, Inc. | 1,213 | $249.8K | 0.01% | −9−0.7% | Reduced |
| Parthenon LLC | 1,213 | $249.9K | 0.03% | +1,213 | New |
| ICA Group Wealth Management, LLC | 1,221 | $251.5K | 0.05% | −5−0.4% | Reduced |
| Stablepoint Partners, LLC | 1,222 | $251.7K | 0.05% | +1,222 | New |
| Sapient Capital LLC | 1,230 | $253.4K | 0.01% | −175−12.5% | Reduced |
| Ballast, Inc. | 1,230 | $253.4K | 0.08% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,246 | $254.0K | 0.07% | +39+3.2% | Added |
| Northside Capital Management, LLC | 1,235 | $254.4K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,246 | $256.7K | 0.16% | 00.0% | Unchanged |
| Dempze Nancy E | 1,250 | $257.5K | 0.20% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 1,280 | $257.5K | 0.03% | +1,280 | New |
| Onefund, LLC | 1,266 | $258.1K | 0.31% | −39−3.0% | Reduced |
| Twin Focus Capital Partners, LLC | 1,253 | $258.2K | 0.05% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,261 | $259.7K | 0.03% | +1,261 | New |
| Marcum Wealth, LLC | 1,268 | $261.2K | 0.03% | +102+8.7% | Added |
| Wesbanco Bank Inc | 1,271 | $261.8K | 0.01% | −234−15.5% | Reduced |
| FSM Wealth Advisors, LLC | 1,273 | $262.3K | 0.09% | +119+10.3% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $263.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,282 | $264.0K | 0.02% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 1,282 | $264.1K | 0.14% | +1+0.1% | Added |
| Great Lakes Advisors, LLC | 1,299 | $267.6K | 0.00% | −88−6.3% | Reduced |
| Essex Savings Bank | 1,413 | $267.7K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,300 | $267.8K | 0.13% | 00.0% | Unchanged |
| Allianz SE | 1,300 | $267.8K | 0.01% | +1,300 | New |
| YHB Investment Advisors, Inc. | 1,301 | $268.0K | 0.02% | −25−1.9% | Reduced |
| Ameritas Advisory Services, LLC | 1,328 | $268.0K | 0.01% | −825−38.3% | Reduced |
| Catalytic Wealth RIA, LLC | 1,305 | $268.8K | 0.05% | +1,305 | New |
| Fort Washington Investment Advisors Inc | 1,308 | $269.4K | 0.00% | +19+1.5% | Added |
| Paradigm Financial Partners, LLC | 1,308 | $269.4K | 0.06% | +1,308 | New |
| Nwam LLC | 1,326 | $270.4K | 0.02% | −4−0.3% | Reduced |
| Granite FO LLC | 1,200 | $271.1K | 0.16% | 00.0% | Unchanged |
| GTS Securities LLC | 1,319 | $271.7K | 0.01% | −7,973−85.8% | Reduced |
| Appleton Partners Inc | 1,320 | $272.0K | 0.02% | −136−9.3% | Reduced |
| SlateStone Wealth, LLC | 1,324 | $273.0K | 0.03% | +145+12.3% | Added |
| Legacy Advisory Services, LLC | 1,332 | $274.3K | 0.26% | +5+0.4% | Added |
| Drive Wealth Management, LLC | 1,333 | $274.7K | 0.08% | −28−2.1% | Reduced |
| Summit Global Investments | 1,334 | $275.0K | 0.02% | −7,669−85.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,340 | $275.5K | 0.03% | +2+0.1% | Added |
| Evoke Wealth, LLC | 1,338 | $275.6K | 0.01% | +1,338 | New |
| Farmers & Merchants Investments Inc | 1,338 | $275.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,339 | $275.8K | 0.06% | +220+19.7% | Added |
| Resources Management Corp | 1,340 | $276.0K | 0.04% | −100−6.9% | Reduced |
| Umb Bank N A | 1,348 | $277.7K | 0.00% | +5+0.4% | Added |
| Rice Hall James & Associates, LLC | 1,350 | $278.1K | 0.02% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,353 | $278.7K | 0.17% | −83−5.8% | Reduced |
| Trilogy Capital Inc. | 1,360 | $280.1K | 0.02% | +1,360 | New |
| First Nebraska Trust Co | 1,363 | $280.8K | 0.03% | +157+13.0% | Added |
| Klingenstein Fields & Co LP | 1,370 | $282.2K | 0.01% | −6−0.4% | Reduced |
| Fundamentun, LLC | 1,375 | $283.3K | 0.03% | +54+4.1% | Added |
| Fernwood Investment Management, LLC | 1,382 | $284.7K | 0.08% | +182+15.2% | Added |
| Gitterman Wealth Management, LLC | 1,393 | $287.1K | 0.11% | +1,393 | New |
| Inscription Capital, LLC | 1,395 | $287.3K | 0.05% | −20−1.4% | Reduced |
| Umpqua Bank | 1,395 | $287.3K | 0.12% | +1,395 | New |
| Advisors Capital Management, LLC | 1,397 | $288.0K | 0.01% | +1,397 | New |
| Capital Wealth Planning, LLC | 1,400 | $288.4K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 1,412 | $290.8K | 0.04% | +1,412 | New |
| EagleClaw Capital Managment, LLC | 1,414 | $291.3K | 0.05% | −249−15.0% | Reduced |
| Wellington Wealth Strategies, LLC. | 1,414 | $291.3K | 0.14% | +1,414 | New |
| Main Line Retirement Advisors, LLC | 1,417 | $291.9K | 0.23% | +208+17.2% | Added |
| Catalyst Financial Partners LLC | 1,480 | $292.5K | 0.08% | +71+5.0% | Added |
| New Potomac Partners, LLC | 1,420 | $292.5K | 0.16% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,425 | $293.5K | 0.07% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,434 | $295.4K | 0.20% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,438 | $296.2K | 0.07% | +1,438 | New |
| Buckingham Strategic Partners | 1,439 | $296.6K | 0.01% | +1,439 | New |
| Prospera Financial Services Inc | 1,440 | $296.9K | 0.01% | +59+4.3% | Added |
| Keel Point, LLC | 1,444 | $297.5K | 0.03% | +148+11.4% | Added |
| Fayez Sarofim & Co | 1,450 | $298.7K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 1,463 | $300.9K | 0.06% | +1,463 | New |
| Busey Wealth Management | 1,462 | $301.1K | 0.01% | −382−20.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,463 | $301.3K | 0.06% | +34+2.4% | Added |
| Joel Isaacson & Co., LLC | 1,464 | $301.6K | 0.02% | +130+9.7% | Added |
| Central Trust Co | 1,465 | $301.8K | 0.01% | +17+1.2% | Added |
| HCR Wealth Advisors | 1,467 | $302.2K | 0.05% | −74−4.8% | Reduced |
| ML & R Wealth Management LLC | 1,473 | $303.3K | 0.07% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,489 | $306.7K | 0.04% | −440−22.8% | Reduced |
| Mather Group, LLC. | 1,630 | $308.7K | 0.00% | −224−12.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,510 | $311.1K | 0.07% | −1,541−50.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,512 | $311.4K | 0.04% | +1,512 | New |
| Stiles Financial Services Inc | 1,516 | $312.2K | 0.13% | −97−6.0% | Reduced |
| Evergreen Capital Management LLC | 1,517 | $312.5K | 0.01% | +103+7.3% | Added |
| Johnson & White Wealth Management, LLC | 1,519 | $313.0K | 0.23% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,526 | $314.3K | 0.04% | +82+5.7% | Added |
| Lindbrook Capital, LLC | 1,532 | $315.6K | 0.03% | −152−9.0% | Reduced |
| Nations Financial Group Inc, | 1,533 | $315.8K | 0.03% | −16−1.0% | Reduced |
| Bailard, Inc. | 1,536 | $316.4K | 0.01% | −19−1.2% | Reduced |